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Morgan Stanley

2,479 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,040 increasing their positions, 930 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $240B → $218B (-$22B)

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

28% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $3.35B

Holders
2,479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$3.35B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
1576
OneFund LLC
Florida
$551K
PWM
1577
Proathlete Wealth Management
Florida
$549K
SSCM
1578
Spectrum Strategic Capital Management
Oregon
$547K
OWG
1579
Oxford Wealth Group
Florida
$543K
WCM
1580
Weaver Capital Management
Georgia
$543K
WPA
1581
Wealth Preservation Advisors
Tennessee
$541K
NL
1582
NWAM LLC
Washington
$541K
KFI
1583
Key Financial Inc
Pennsylvania
$538K
GD
1584
Grandfield & Dodd
New York
$534K
BFC
1585
Bedel Financial Consulting
Indiana
$534K
BPC
1586
Bearing Point Capital
Minnesota
$533K
GPA
1587
Guerra Pan Advisors
New Jersey
$533K
FMLI
1588
Fukoku Mutual Life Insurance
Japan
$533K
CA
1589
Calton & Associates
Florida
$532K
EA
1590
Everpar Advisors
Oklahoma
$529K
BF
1591
Brucke Financial
Indiana
$528K
NPA
1592
Nichols & Pratt Advisers
Massachusetts
$526K
PCA
1593
Prosperity Capital Advisors
Ohio
$525K
APP
1594
Avantax Planning Partners
Iowa
$524K
FCH
1595
Freestone Capital Holdings
Washington
$523K
ESB
1596
Essex Savings Bank
Connecticut
$522K
EW
1597
Elyxium Wealth
California
$521K
SWG
1598
Summit Wealth Group
Vermont
$521K
AA
1599
Argent Advisors
Louisiana
$521K
PFWA
1600
Paces Ferry Wealth Advisors
Georgia
$520K